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First Heartland Consultants’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

First Heartland Consultants’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,938
Closed -$102K – 352
2013
Q2 		$102K Buy
+1,938
New +$104K 0.06% 230

Other funds holding STPZ

Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

First Heartland Consultants's STPZ Position: Q3 2013 in Review

First Heartland Consultants sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2013, closing a stake of 1,938 shares — an estimated $102K sold.

First Heartland Consultants first reported a position in STPZ in Q2 2013 and held it in 1 quarter. The position peaked at $102K in Q2 2013. 85 funds tracked by Wall St. Rank hold STPZ as of Q3 2013.

  • First Heartland Consultants reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,938 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2013, an estimated $102K.
  • First Heartland Consultants first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $102K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.